What amount sold does Blue Heron Real Estate Opportunity Fund IV, LP report in Form D filings?

The latest linked filings report $102.3M sold across 1 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Blue Heron Real Estate Opportunity Fund IV, LP's most recent SEC filing?

Blue Heron Real Estate Opportunity Fund IV, LP's most recent Form D filing was on 2023-10-17.

How many investors does Blue Heron Real Estate Opportunity Fund IV, LP have?

The most recent Form D filing lists 117 investor(s).

Blue Heron Real Estate Opportunity Fund IV, LP

CIK: 0001941223·Pooled Investment Fund·RALEIGH, NC·Limited Partnership·Founded 2022

Reported Sold

$102,300,500

Total Filings

Identified Offerings

Last Filed

Oct 17, 2023

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Oct 17, 2023Form D/A — Amendment

Reported sold: $102,300,500 · Target: Indefinite

Rule 506(b)·117 investors·Section 3(c), Section 3(c)(5)

Changed: Reported amount sold, Reported investors

Oct 17, 2022Form D — New notice

Reported sold: $70,550,500 · Target: Indefinite

Rule 506(b)·64 investors·Section 3(c), Section 3(c)(5)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

117

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

50%

Latest reported sold across 1 identified offering

$102,300,500

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Maurice Malfatti

Related Person

Appears on 2 filings

Blue Heron Fund III GP, LLC

Related Person

Appears on 2 filings

Blue Heron Asset Management, LLC

Related Person

Appears on 2 filings

Matthew Hobbs

Related Person

Appears on 2 filings

Deborah Jones

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Oct 17, 2023	Amendment	Indefinite	$102,300,500	117
Oct 17, 2022	New	Indefinite	$70,550,500	64

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Blue Heron Real Estate Opportunity Fund V, LP

Pooled Investment Fund

Offering target: $250,000,000

Filed Nov 6, 2026